Is real change taking place in Japan or is it another false down? Are promises of reflation, rate normalization, better corporate governance and unwinding of cross-shareholdings going to be realised, and if so what does it mean for the Nikkei? At its 1989 peak bubble, Japanese equities represented 45% of world stock market capitalization vs. 33% for the US, today those figures are 5% and 43% respectively.

Japan can no longer be overlooked, and its 5% weighting looks wrong. Is the weak Yen a problem or a ploy? Has real change been effected and if so, will the reflation trade driven a doubling of Japanese banks? How does Japan stack up on the Tech and AI front? Is the Nikkei doubling since 2020 Covid-lows an apparition or the start of a long-term trend? Join IRF's panel of experts on June 25 to discuss how Japanese politics, corporate governance, equity and economic outlook rate in a global context, and explore some of these critical questions.